Plan Snapshot
- Plan Sponsor: Linfield University
- Sponsor EIN: 930391586
- Sponsor Address: 900 SE BAKER STREET, MCMINNVILLE, OR, 97128
- Plan Type: 403(b)
- Total Participants: 503
- Total Assets: $135.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 503 | $135.3M | $692,385 | $1.7M |
| 2023 | 493 | $126.9M | $639,681 | $1.7M |
| 2022 | 476 | $117.7M | $650,974 | $1.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $136,544 | — | $136,544 | — | — |
| 2023 | $97,069 | — | $97,069 | — | — |
| 2022 | $105,294 | $35,875 | $69,419 | — | — |